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Wilson & Boucher Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wilson & Boucher Capital Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.08M Buy
19,397
+25
+0.1% +$6.76K 3.37% 5
2025
Q4 		$5M Sell
19,372
-300
-2% -$76.9K 3.28% 5
2025
Q3 		$5M Sell
19,672
-200
-1% -$49.6K 3.29% 4
2025
Q2 		$4.71M Sell
19,872
-730
-4% -$163K 3.28% 4
2025
Q1 		$4.57M Sell
20,602
-565
-3% -$135K 3.4% 4
2024
Q4 		$5.09M Buy
21,167
+530
+3% +$130K 3.6% 4
2024
Q3 		$4.9M Buy
20,637
+1,100
+6% +$250K 3.37% 5
2024
Q2 		$4.26M Sell
19,537
-25
-0.1% -$5.49K 3.26% 5
2024
Q1 		$4.47M Sell
19,562
-110
-0.6% -$23.7K 3.52% 5
2023
Q4 		$4.2M Buy
19,672
+525
+3% +$101K 3.53% 5
2023
Q3 		$3.62M Sell
19,147
-200
-1% -$39.8K 3.44% 5
2023
Q2 		$3.85M Sell
19,347
-400
-2% -$75.6K 3.47% 5
2023
Q1 		$3.74M Buy
19,747
+750
+4% +$145K 3.6% 5
2022
Q4 		$3.49M Sell
18,997
-99
-0.5% -$18.3K 3.57% 5
2022
Q3 		$3.26M Buy
19,096
+32
+0.2% +$6.04K 3.8% 4
2022
Q2 		$3.36M Sell
19,064
-169
-0.9% -$32.6K 3.69% 4
2022
Q1 		$4.09M Buy
19,233
+1,231
+7% +$259K 3.7% 4
2021
Q4 		$4.07M Buy
+18,002
New +$4.09M 3.67% 4

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wilson & Boucher Capital Management's VB Position: Q1 2026 in Review

Wilson & Boucher Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.13% in Q1 2026, buying an estimated $6.76K and bringing the position to 19,397 shares worth $5.08M. The position accounts for 3.37% of the portfolio, ranked #5.

Wilson & Boucher Capital Management first reported a position in VB in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.09M in Q4 2024. 2,390 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Wilson & Boucher Capital Management held 19,397 shares of Vanguard Morningstar Small-Cap ETF worth $5.08M as of Q1 2026.
  • Wilson & Boucher Capital Management bought 25 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $6.76K.
  • Vanguard Morningstar Small-Cap ETF made up 3.37% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #5 holding.
  • Wilson & Boucher Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Wilson & Boucher Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $5.09M in Q4 2024.
  • 2,390 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.